CIBC Private Wealth Blog
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Asset Publisher

January 20, 2021
Summarizing the Consolidated Appropriations Act
The Consolidated Appropriations Act is focused on both funding the government through its fiscal year and providing various forms of relief to individuals and businesses.
Blogs

2014 Investment Outlook: Better Growth, But No Liftoff
Dave Donabedian, CFA
January 08, 2014
Since the official end of the Great Recession in mid-2009, investors, businesses and policymakers have been looking for a corresponding “Great Surge” in the U.S. economy. It has not yet materialized. Because of the unique nature of this cycle, driven by a credit overhang that needs years to burn off, the economic recovery and expansion over the last 4 1/2 years have been stubbornly slow....

2013—A Milestone Year for Atlantic Trust
Jack Markwalter
January 01, 2014
It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

Home is Where the Domicile Is: What to Know Before Relocating to Florida
November 30, 0002
Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire. Before you can...

Home is Where the Domicile Is: What to Know Before Relocating to Florida
Art Graper, CFP®
November 30, 0002
Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire. Before you can begin to...

Atlantic Trust surpasses $25 billion in assets under management with strong client inflows, market returns
November 30, 0002
We are pleased to share that AtlanticTrust reached a record $25.4 billion in assets under management (AUM) at July 31, 2014, an increase of $1 billion from the previous fiscal quarter, reflecting market returns and strong client inflows. The net inflows reflect a healthy blend of approximately 40% net client additions and 60% new client relationships, typically referrals from current...

Medicare Open Enrollment - It's That Time Again!
November 30, 0002
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